Add a Chain Note

Adding notes to your deal is easy to do and acts as a quick-access audit trail for the progress of your chain.

Add a chain note

1. From your Listing, chain notes can be added by selecting the button marked below.
   
   
   
2. The following pop-out will display, select 'Add a Note'.
   
3. Enter your note in the free-type box either by using the 'Voice to Text' function, or by typing your note in the text field.
   
   
   
   
4. Tag the relevant properties from the list below (this makes it easy to identify notes relating to a specific property in your chain), then click ‘Add’ to save your note.
   

5. You have the option associate the note with a specific milestone group. I.e., if you are leaving a note specifically related to the buyers mortgage application, you may tag the note to 'Funding'. 

   Alternatively, you may not wish to tag the note to a milestone group.

   
   

6. You can also mark the note as 'Public', meaning that the note can be made visible to other parties involved in the same transaction, such as Conveyancers. To do this, select 'Public Note', then select the party in which you would like to have sight of the note.
   
   
   
   
7. The 'tagged’ property(s) will display in the note along with a date and time stamp.
   
   
   The tagged milestone will appear in the corresponding milestone group which can be accessed via the green notepad icon on the chain view.
   
   You can also filter your notes if you are searching for a note relating to a specific Property, Milestone Group, key word or date range.
   
8. You can also export and download your notes by selecting 'Export'.